Our 2030 CPU Planning estimate includes $32.8B of imputed in-house silicon value. These chips still use wafers and packaging capacity even without a merchant CPU sale. Explore our AI research in CS Atlas: atlas.creativestrategies.com…

Our $20B AI power-chip forecast for 2030 requires about $0.22 of chip content per shipment-rated IT watt. Supplier pricing and platform mix have to support that assumption. Explore our AI research in CS Atlas: atlas.creativestrategies.com…

Synopsys Investor Day Connects Agentic EDA to Commercial Value Synopsys' Investor Day strengthens the central argument of our agentic EDA report. Agents increase the amount of valuable work running through established design and verification tools, and that gives the vendor more than one way to charge within the same customer relationship. Full research note: atlas.creativestrategies.com…

Micron Q4 FY26: The Memory Cycle Is Carrying a Larger Bit Base Micron goes into the next phase of the memory cycle with a larger bit base, more HBM content, and a growing share of demand under contract. atlas.creativestrategies.com…

HPE Networking Day Takeaways on Open AI Infrastructure Our attendance at HPE Networking Day reinforced our view that networking is becoming central to HPE's AI infrastructure strategy. Full research note: atlas.creativestrategies.com…

This news from @nvidia ties into a lot of the agentic cyber security work we have done and thus there is a ton of research in Atlas for subs/clients to dig into, but I contextualized all that within the NVIDIA news in this note. NVIDIA Moves Agent Safety Into the Infrastructure atlas.creativestrategies.com…

CPUs remain hot, but understanding the wide variety of approaches makes the analysis more difficult. We offer a framework on understanding core design, analyze Muse v. Dot impact as case studies, our full forecast, and more. The Agentic CPU Guidebook thediligencestack.com/p/agen…

Kimi Antonelli is the newest Snapdragon ambassador. Our creator in residence @circuit_maze caught up with @Qualcomm CMO @donnymac at #SnapdragonSummit to talk about why the Mercedes F1 driver fits the brand.

Right after her @Snapdragon Summit stage moment, Sandra Andrews, GM of Global Surface Go-To-Market at @Microsoft , told @caro_milanesi the biggest misconception about @surface she wants to clear up: every Surface device is a touchscreen! Having multimodal capabilities (touch, pen, and voice) completely transforms the experience, and it's going to be essential for how we interact with technology going forward. Catch the full episode of Bit by Bit: Leadership Conversations.

At Snapdragon Summit 2026, Brett Ostrum, CVP of Microsoft Surface, walked @caro_milanesi through what drove the original decision to add @Snapdragon to @surface's silicon lineup. When @Microsoft went all-in on bringing @Windows on ARM to their Pro and Laptop lines, the biggest standout piece of feedback from customers was battery life. As they continue to push performance with huge gen-over-gen gains—like 95% inferencing improvements and 60% better graphics—maintaining that exceptional battery life remains top priority! Catch the full episode of Bit by Bit: Leadership Conversations at the link in my bio!

Aloha from Snapdragon Summit! 📷 For this episode of Bit by Bit: Leadership Conversations, Carolina Milanesi sat down with Brett Ostrum (CVP, @surface ) and Sandra Andrews (GM, Global Microsoft Surface Go-To-Market) to talk about the partnership between @surface and @Qualcomm , and the bet that helped reshape the Windows PC. They get into going all-in on Snapdragon and Arm, the battery-life gains that helped prove the bet, how AI is changing what we need from our PCs, and the latest Surface innovations, including Advanced Haptics. 00:00 — Surface + Snapdragon 01:00 — Going All-In on Arm 03:07 — AI, Battery Life & Connectivity 04:45 — Advanced Haptics 06:27 — The Future of the AI PC 07:50 — From Apps to AI Agents 09:39 — The Surface Misconception 10:25 — The Qualcomm Partnership

Creative Strategies has worked inside the technology industry since 1969. Our research follows how companies compete and which product or technology choices create durable differentiation. We connect those decisions to changes in market structure and the larger paradigm shifts that determine where value moves next. CS Atlas gives clients a new way to work with that full body of research. Ask a company or market question and see how our view has developed as the technology and evidence changed. Every answer links back to the supporting work, making it easier to test an assumption against our broader research and bring the relevant evidence into a decision. atlas.creativestrategies.com…

Apple Watch has saved lives. Could it save a few marriages next? @caro_milanesi is particularly excited about what AI could unlock for @Apple Watch, turning the data it already knows about you into something closer to a real-life coach. And with Rewind in the mix, apparently there’s another use case too: remembering what your spouse just said. Hear more of Carolina, @BenBajarin, and @mweinbach reactions straight from Apple Park on the latest episode of Bit By Bit.

Straight from Apple (Duo) Park. 📷 On this episode of Bit By Bit, @caro_milanesi, @BenBajarin, and @mweinbach sit down right after @Apple’s Fall Devices keynote to compare notes on what stood out, what Apple got right, and the bigger questions the event left us thinking about. We talk all things iPhone Duo and whether Apple can finally push foldables into the mainstream. The Creative Strategies team investigates what the company’s new devices tell us about where the iPhone is headed and the first signs of a new era under John Ternus. 00:00 — First Reactions from Apple Park 00:27 — iPhone Duo and Apple’s First Foldable 05:05 — Apps, Trade-Offs and the Foldable Experience 09:06 — Can Apple Change the Foldable Market? 12:34 — How Well Will iPhone Duo Actually Sell? 14:25 — Apple’s Content Advantage 15:35 — Is the iPhone Still the Center of Everything? 18:57 — Why Apple Doesn’t Need a New AI Device 20:00 — Audio Intelligence, Apple Watch and Trust 24:36 — John Ternus and Apple’s Next Era

CS Atlas is live. 50+ years of cumulative analyst judgment, made searchable and connectable. The analysts do the work. Atlas makes that work reach further. atlas.creativestrategies.com

Very excited, and anxious 😬, to show everyone what we have been working on the past few months. We are proud of the cross domain research we do and want everyone to have more access to it. Introducing CS Atlas - A Research Product from @creativestrat thediligencestack.com/p/intr…

You fill in the clipboard. Then you repeat all of it to the nurse. Then you say it again to the doctor. @Google is working with CMS on something they call killing the clipboard: a QR code that hands your full picture to your doctor, and hands their notes back to you. Andy Abramson, Head of Product at @GoogleHealth and Fitbit, on Smart Health Links and what a health app owes the medical system. Full episode of TEQ, "The Gap Between Knowing and Doing," is out now.

Market cap is probably the most myopic way to judge what @tim_cook has done for Apple. He changed the company to be more accessible, in the products themselves and in the range of people they were built to work for. He made it more connected to its customers, willing to speak and to answer on things Cupertino used to treat as nobody’s business. And he built winning teams rather than a handful of leaders. That is the ground that will allow Apple to continue to thrive after today.

Had a handful of meetings this week, post FMS, to dig into more to CXL ecosystem and only deepens my conviction the CPU players, and hyperscalers ramp this. Memory reuse is the big unlock, which we model in this report. Attach with CPU high, still not sure about accelerator yet. thediligencestack.com/p/brea…